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Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
5101
Lombard Odier Asset Management (USA)
New York
$851K +$925K +2,268 New
MWM
5102
McMill Wealth Management
Nebraska
$850K -$120K -294 -11%
FFS
5103
Fortress Financial Solutions
Arizona
$848K +$37.1K +91 +4%
RRWA
5104
Rainey & Randall Wealth Advisors
Florida
$845K +$918K +2,252 New
FS
5105
Financial Symmetry
North Carolina
$845K +$63.6K +156 +7%
AL
5106
Arnhold LLC
New York
$845K – – –
IWP
5107
Insight Wealth Partners
Texas
$845K -$239K -585 -21%
ICM
5108
Innovator Capital Management
Illinois
$844K +$188K +461 +26%
LWM
5109
Lighthouse Wealth Management
Ohio
$843K -$3.67K -9 -0.4%
SFC
5110
Summit Financial Consulting
Michigan
$841K +$913K +2,240 New
MC
5111
Maren Capital
Illinois
$839K -$81.5K -200 -8%
IGM
5112
Incline Global Management
New York
$838K +$910K +2,233 New
KCM
5113
Kendall Capital Management
Maryland
$837K -$126K -308 -12%
WW
5114
Winnow Wealth
Texas
$837K +$150K +368 +20%
CFS
5115
Cannon Financial Strategists
Georgia
$836K – – –
PCM
5116
Passive Capital Management
Maryland
$836K +$340K +833 +60%
HCM
5117
Horrell Capital Management
Arkansas
$830K – – –
BH
5118
Burk Holdings
Oklahoma
$827K +$509K +1,249 +131%
PD
5119
Point72 (DIFC)
United Arab Emirates
$826K -$3.95M -9,693 -82%
CWM
5120
Chicago Wealth Management
Illinois
$826K -$10.2K -25 -1%
MPW
5121
MA Private Wealth
California
$824K +$20.4K +50 +2%
IMC
5122
Investment Management Corporation
Virginia
$824K +$90.9K +223 +11%
FC
5123
Farringdon Capital
United Kingdom
$822K -$727K -1,782 -45%
BFWM
5124
Bright Futures Wealth Management
New York
$819K -$183K -448 -16%
MSF
5125
Mustard Seed Financial
Arkansas
$819K – – –
203 204
205
206 207